---
title: Broker Deals CRM | Help Center
description: Supercharge your tenant rep business.
---

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1. [Help Center](https://help.occupier.com/knowledge)
2. [Broker Deals CRM](https://help.occupier.com/knowledge/broker-deals-crm)

# Broker Deals CRM

 Supercharge your tenant rep business.

## Custom Deal Stages

- [How do I Customize Deal Stages?](https://help.occupier.com/knowledge/how-do-i-use-custom-deal-stages)
- [How do I assign a deal owner?](https://help.occupier.com/knowledge/how-do-i-assign-a-deal-owner)
- [What is a deal owner?](https://help.occupier.com/knowledge/what-is-a-deal-owner)
- [Why can't I see all my deals?](https://help.occupier.com/knowledge/why-cant-i-see-all-my-deals)

## Custom Fields

- [What are Custom Fields and How Do I Set Them Up?](https://help.occupier.com/knowledge/how-do-i-set-up-custom-fields-2)

## Broker Deal Exports

- [How to Export Deals](https://help.occupier.com/knowledge/how-to-export-deals)
- [How to Export Proposals](https://help.occupier.com/knowledge/how-to-export-proposals)
- [How do I export comps, site selection, and/ or proposals?](https://help.occupier.com/knowledge/how-do-i-export-comps-site-selection-and/-or-proposals)

## Broker Digest emails

- [How do I adjust the Broker Digest email frequency?](https://help.occupier.com/knowledge/how-do-i-adjust-the-broker-digest-email-frequency)
- [How does the Broker Digest help me?](https://help.occupier.com/knowledge/how-does-the-broker-digest-help-me)
- [What is the Broker Digest?](https://help.occupier.com/knowledge/what-is-the-broker-digest)

## Critical Date Columns

- [How do I use the critical dates column?](https://help.occupier.com/knowledge/how-do-i-use-the-custom-critical-dates-column)

## Creating & Editing a Deal

- [How do I share deal updates with the team?](https://help.occupier.com/knowledge/how-do-i-share-deal-updates-with-the-team)
- [How do I edit a deal?](https://help.occupier.com/knowledge/how-do-i-edit-a-deal)
- [How do I create a deal?](https://help.occupier.com/knowledge/how-do-i-create-a-deal)

## Comps

- [How do I associate comps per deal?](https://help.occupier.com/knowledge/how-do-i-associate-comps-per-deal)
- [How do I use the comps tab?](https://help.occupier.com/knowledge/how-do-i-use-the-comps-tab)

## Site Selection

- [How do I add a site to a deal?](https://help.occupier.com/knowledge/how-do-i-add-a-site-to-a-deal)
- [How do I attribute a particular stage to a site?](https://help.occupier.com/knowledge/how-do-i-attribute-a-particular-stage-to-a-site)
- [How do I add an image to a site?](https://help.occupier.com/knowledge/how-do-i-add-an-image-to-a-site)

## Broker Deal Teams

- [Deal Tracker - User Access Levels](https://help.occupier.com/knowledge/broker-crm-user-access-levels)
- [Deal Tracker Teams](https://help.occupier.com/knowledge/deal-tracker-teams)
- [Filter Deals by Team Member](https://help.occupier.com/knowledge/filter-deals-by-team-member)

## Negotiations & Proposals

- [How do I add a proposal?](https://help.occupier.com/knowledge/how-do-i-add-a-proposal)
- [How do I upload documents?](https://help.occupier.com/knowledge/how-do-i-upload-documents)
- [What is the negotiations / proposals tab?](https://help.occupier.com/knowledge/what-is-the-negotiations-/-proposals-tab)

## Clients Tab

- [What are existing locations in the Broker platform?](https://help.occupier.com/knowledge/what-are-existing-locations-in-the-broker-platform)
- [What is the clients tab and how do I use it?](https://help.occupier.com/knowledge/what-is-the-clients-tab-and-how-do-i-use-it)

- [Getting Started](https://help.occupier.com/knowledge/getting-started#main-content)
  
  
  
  
  
    - [The Basics](https://help.occupier.com/knowledge/getting-started#the-basics)
    - [Occupier Onboarding & Abstraction](https://help.occupier.com/knowledge/getting-started#occupier-onboarding-abstraction)
    - [User & Team Management](https://help.occupier.com/knowledge/getting-started#user-team-management)
    - [Email & Notification Management](https://help.occupier.com/knowledge/getting-started#email-notification-management)
    - [Custom Data Management](https://help.occupier.com/knowledge/getting-started#custom-data-management)
- [Lease Administration](https://help.occupier.com/knowledge/lease-administration#main-content)
  
  
  
  
  
    - [Equipment Leases](https://help.occupier.com/knowledge/lease-administration#equipment-leases)
    - [Change History Log](https://help.occupier.com/knowledge/lease-administration#change-history-log)
    - [Clauses](https://help.occupier.com/knowledge/lease-administration#clauses)
    - [Document Storage](https://help.occupier.com/knowledge/lease-administration#document-storage)
    - [Financials](https://help.occupier.com/knowledge/lease-administration#financials)
    - [Creating & Editing a Lease](https://help.occupier.com/knowledge/lease-administration#creating-editing-a-lease)
    - [Critical Dates](https://help.occupier.com/knowledge/lease-administration#critical-dates)
    - [Lease Column Configurations](https://help.occupier.com/knowledge/lease-administration#lease-column-configurations)
    - [Custom Fields](https://help.occupier.com/knowledge/lease-administration#custom-fields)
    - [Contacts](https://help.occupier.com/knowledge/lease-administration#contacts)
    - [Filtering](https://help.occupier.com/knowledge/lease-administration#filtering)
    - [Assets](https://help.occupier.com/knowledge/lease-administration#assets)
    - [Lease Data Exports](https://help.occupier.com/knowledge/lease-administration#lease-data-exports)
    - [Occupier Analytics Dashboard](https://help.occupier.com/knowledge/lease-administration#occupier-analytics-dashboard)
    - [Customizing Data Categories](https://help.occupier.com/knowledge/lease-administration#customizing-data-categories)
    - [Lease Admin Overview](https://help.occupier.com/knowledge/lease-administration#lease-admin-overview)
    - [Column Configuration & Filtering](https://help.occupier.com/knowledge/lease-administration#column-configuration-filtering)
    - [Tasks & Commenting](https://help.occupier.com/knowledge/lease-administration#tasks-commenting)
    - [Lease Payables](https://help.occupier.com/knowledge/lease-administration#lease-payables)
    - [Lease Data Imports](https://help.occupier.com/knowledge/lease-administration#lease-data-imports)
    - [Percentage Rent](https://help.occupier.com/knowledge/lease-administration#percentage-rent)
- [Lease Accounting](https://help.occupier.com/knowledge/lease-accounting#main-content)
  
  
  
  
  
    - [Understanding ASC 842, IFRS16, GASB87 and FRS102](https://help.occupier.com/knowledge/lease-accounting#understanding-asc-842-ifrs16-gasb87-and-frs102)
    - [Account Set-up](https://help.occupier.com/knowledge/lease-accounting#account-set-up)
    - [FX Rates](https://help.occupier.com/knowledge/lease-accounting#fx-rates)
    - [Recognizing a Lease](https://help.occupier.com/knowledge/lease-accounting#recognizing-a-lease)
    - [Impairing a Lease](https://help.occupier.com/knowledge/lease-accounting#impairing-a-lease)
    - [Lease Modifications](https://help.occupier.com/knowledge/lease-accounting#lease-modifications)
    - [Lease Accounting Reporting](https://help.occupier.com/knowledge/lease-accounting#lease-accounting-reporting)
    - [Importing Data Into Accounting](https://help.occupier.com/knowledge/lease-accounting#importing-data-into-accounting)
    - [Allocations](https://help.occupier.com/knowledge/lease-accounting#allocations)
    - [Close Books Process](https://help.occupier.com/knowledge/lease-accounting#close-books-process)
    - [NetSuite Journal Entry Integrations](https://help.occupier.com/knowledge/lease-accounting#netsuite-journal-entry-integrations)
- [Transaction Management](https://help.occupier.com/knowledge/transaction-management#main-content)
  
  
  
  
  
    - [Task Templates](https://help.occupier.com/knowledge/transaction-management#task-templates)
    - [Filtering](https://help.occupier.com/knowledge/transaction-management#filtering)
    - [Custom Categories](https://help.occupier.com/knowledge/transaction-management#custom-categories)
    - [Deal Column Configurations](https://help.occupier.com/knowledge/transaction-management#deal-column-configurations)
    - [Documents](https://help.occupier.com/knowledge/transaction-management#documents)
    - [Comps](https://help.occupier.com/knowledge/transaction-management#comps)
    - [Deal Stages](https://help.occupier.com/knowledge/transaction-management#deal-stages)
    - [Creating & Editing a Deal](https://help.occupier.com/knowledge/transaction-management#creating-editing-a-deal)
    - [Site Selection](https://help.occupier.com/knowledge/transaction-management#site-selection)
- [Broker Deals CRM](https://help.occupier.com/knowledge/broker-deals-crm#main-content)
  
  
  
  
  
    - [Custom Deal Stages](https://help.occupier.com/knowledge/broker-deals-crm#custom-deal-stages)
    - [Custom Fields](https://help.occupier.com/knowledge/broker-deals-crm#custom-fields)
    - [Broker Deal Exports](https://help.occupier.com/knowledge/broker-deals-crm#broker-deal-exports)
    - [Broker Digest emails](https://help.occupier.com/knowledge/broker-deals-crm#broker-digest-emails)
    - [Critical Date Columns](https://help.occupier.com/knowledge/broker-deals-crm#critical-date-columns)
    - [Creating & Editing a Deal](https://help.occupier.com/knowledge/broker-deals-crm#creating-editing-a-deal)
    - [Comps](https://help.occupier.com/knowledge/broker-deals-crm#comps)
    - [Site Selection](https://help.occupier.com/knowledge/broker-deals-crm#site-selection)
    - [Broker Deal Teams](https://help.occupier.com/knowledge/broker-deals-crm#broker-deal-teams)
    - [Negotiations & Proposals](https://help.occupier.com/knowledge/broker-deals-crm#negotiations-proposals)
    - [Clients Tab](https://help.occupier.com/knowledge/broker-deals-crm#clients-tab)
- [Monthly Release Notes](https://help.occupier.com/knowledge/monthly-release-notes#main-content)
  
  
  
  
  
    - [2025 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes#2025-product-release-notes)
    - [2024 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes#2024-product-release-notes)
    - [2026 Product Release Notes](https://help.occupier.com/knowledge/monthly-release-notes#2026-product-release-notes)

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